SELECT SECTOR SPDR TR

Ticker: XLC CUSIP: 81369Y852 Class: COMMUNICATION

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,982 Value ($000) $1,646 Avg Close — Range —
Q3 2025
Shares 16,322 Value ($000) $1,932 Avg Close — Range —
Q2 2025
Shares 16,864 Value ($000) $1,830 Avg Close — Range —
Q1 2025
Shares 17,545 Value ($000) $1,692 Avg Close — Range —
Q4 2024
Shares 17,880 Value ($000) $1,736 Avg Close — Range —
Q3 2024
Shares 19,985 Value ($000) $1,808 Avg Close — Range —
Q2 2024
Shares 20,419 Value ($000) $1,781 Avg Close — Range —
Q1 2024
Shares 21,655 Value ($000) $1,739 Avg Close — Range —
Q4 2023
Shares 25,829 Value ($000) $6 Avg Close — Range —
Q3 2023
Shares 27,318 Value ($000) $1,862 Avg Close — Range —
Q2 2023
Shares 27,826 Value ($000) $1,811 Avg Close — Range —
Q1 2023
Shares 35,109 Value ($000) $2,050 Avg Close — Range —
Q4 2022
Shares 34,872 Value ($000) $1,695 Avg Close — Range —
Q3 2022
Shares 16,645 Value ($000) $834 Avg Close — Range —
Q2 2022
Shares 16,076 Value ($000) $912 Avg Close — Range —
Q1 2022
Shares 15,533 Value ($000) $1,076 Avg Close — Range —
Q4 2021
Shares 15,596 Value ($000) $1,220 Avg Close — Range —
Q3 2021
Shares 15,257 Value ($000) $1,222 Avg Close — Range —